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Los Angeles Book of Business A Plus 6+ years
Experience with high net worth families and substantial estates. The candidate must have significant experience drafting estate planning documents from simple to complex, and in administering trusts and estates. Familiarity in dealing with contested/disputed (or potentially contested and disputed) trusts and estates and/or a book of portable business is a plus. read more

Hook Law Center seeks an Attorney with experience working in all aspects of estate planning, elder law, and estate and trust administration. Experience in guardianship and tax a plus. The ideal candidate will have demonstrated experience in our core practice areas and have the ability to quickly assume responsibility for an established and growing caseload. A minimum of 3 years of experience is required. All inquiries will be kept in strict confidence. read more

Dane / Sauk County boutique law firm, focusing on estate planning, family law, and selected litigation is interested in hiring an attorney with 5-7 years of work experience in family law and/or litigation preferred.
We are looking for an attorney who is comfortable working with clients on a daily basis, who is a “People Person.” Our law firm focus is on building relationships and client care . It is extremely important that we find an attorney interested in growing... read more

Estate Planning and Administration Attorney
The candidate will handle a variety of legal matters in the areas of estates, trusts, and related business transactions. Will draft revocable and irrevocable trusts, wills, powers of attorney, family limited partnerships and LLCs, and other documents for estates within a wide range of net worth. Also, will be responsible for administering probates and trust estates and will be expected to prepare and review agreements, business f...
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Corporate Tax Associate
The candidate should have 3-5 years of experience advising clients on a broad range of federal and/or state and local business tax issues in connection with partnerships, limited liability companies, joint ventures, S corporations and tax-exempt organizations. Should also have experience rendering tax advice in connection with business structuring and formation (choice of entity), mergers and acquisitions, business succession planning and real estat...
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Corporate Tax Associate
The candidate should have 3-5 years of experience advising clients on a broad range of federal and/or state and local business tax issues in connection with partnerships, limited liability companies, joint ventures, S corporations and tax-exempt organizations. Should also have experience rendering tax advice in connection with business structuring and formation (choice of entity), mergers and acquisitions, business succession planning and real estat...
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Planned Gifts - Fund Raiser Ll
Duties: Developing relationships with prospects and donors who have the capacity to make a planned or deferred gift; manage an active portfolio of 100-120 prospects with capacity for planned gifts of 25k+ or/as defined by management; and maintain an active awareness of individuals in the prospect pool in various stages of identification, cultivation, solicitation and stewardship. This position will work closely with supervisor to solicit plan...
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Private Wealth Services Senior Manager
The candidate will be responsible for leading the practice and providing tax consulting services to our clients. Work with other professionals in Private Wealth Services and General Tax to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and c...
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Data Protection and Compliance Lead
Responsibilities : The candidate will be responsible for the Leverage knowledge of customer/market needs and emerging trends in regulations and standards around privacy, security, and compliance to drive product features, partnership, and compliance strategies. Work closely with Engineering, Sales, Marketing, Legal, PR, and other Trust team members to align and communicate our capabilities and to ensure accuracy, scalability, and consist...
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Tax Manager - Private Client Services
Duties: Managing responsibilities, from technical planning and advising of clients that include high-profile individuals of extremely high net worth, and expectations to match. Make a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Coach and develop a highly trained team, all while handling activities with a focus on quality and com...
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Trust Counsel
The candidate will be responsible for providing guidance to designated Trust Administrators on a daily basis. Reviewing openings and closings of trust-related accounts. Referring questions to outside counsel as necessary. Addressing beneficiaries’ questions. Reviewing exercises of discretion, including principal income and distributions of income. Attending presentations to prospective clients. Providing direction on opportunities and staying abreast of com...
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Tax Senior - Private Client Services
The candidate will be supporting our managers through to partners in providing tax services. Will between compliance and planning, focusing on and interacting directly with clients. Will be including high-profile individuals of extremely high net worth, and expectations to match. Advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Research tax i...
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Estate Planning / Trust / Probate / Elder Law Attorney
The candidate must have 3-5 years of experience as an attorney in a law firm or trust department. Experience with trust administration, estate planning, probate and elder law required. Knowledge of business and tax law is preferred. Must be licensed to practice law in the state of Missouri. CPA or MBA a plus.
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The process of writing a will is believed to be a personal duty. However, a person writing a will needs to ensure that the will that he has written is legally enforceable. He will thus need the serv...

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